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28 Bold Business Jobs

Zoho Specialist (Project-based)

Bold Business

1-5 years

Remote

1 vacancy

Bold Business

posted 12d ago

Job Role Insights

Key skills for the job

Outsourcing Clinical Data Management Illustrator Photoshop Graphic Designing CRM

+ 3 more

Job Description

We are seeking a Zoho Specialist to optimize and automate our CRM and business operations. The ideal candidate will be responsible for customizing, automating, and streamlining processes within Zoho CRM , ensuring efficiency in sales tracking, invoicing, reporting, and customer interactions.

This role requires expertise in Zoho CRM, automation, and process optimization to enhance business operations and data management.

Key Responsibilities:

Zoho CRM Optimization:

Customize and improve Zoho CRM processes, ensuring it serves as the single source of truth for business data.

Data Integration & Automation:

Automate invoice generation, quote management, lead tracking, and sales reporting.
Streamline workflows and ensure efficient data flow between different Zoho applications.

Process Automation:

Create workflows and automations to improve efficiency in sales and customer interactions.
Optimize data flow and reporting within Zoho.

Custom Reporting & Dashboards:

Design and implement dashboards to provide insights on sales performance, project timelines, and customer inquiries.
Ensure data integrity and consistency across systems.

Collaboration & Support:

Work closely with internal teams to understand business needs and implement Zoho solutions accordingly.
Train internal users on best practices for Zoho CRM.

Qualifications:

Proven experience as a Zoho CRM Specialist, Zoho Developer, or similar role.
Strong knowledge of Zoho One Suite (Zoho CRM, Zoho Books, Zoho Analytics, etc.).
Ability to design custom reports and dashboards.
Strong problem-solving skills and ability to work independently.
Excellent communication skills to collaborate with stakeholders.

Preferred Qualifications:

Experience in e-commerce,or manufacturing industries.
Basic knowledge of QuickBooks and financial data integration is a plus.
Familiarity with graphic design workflows (Adobe Illustrator, Photoshop, CNC file formats) is a plus.

The Benefits of Joining our Team:

100% Remote Position
Competitive Pay & Benefits: Rewarding compensation and a comprehensive benefits package.
Dynamic Team Environment: Collaborate with a professional, innovative, and fast-paced team.
Growth Opportunities: Gain valuable experience in both sales development and talent sourcing while driving the integration of cutting-edge AI technologies into our processes.
Ongoing Training & Support